Wealth Management Administrator

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A prestigious wealth management firm in Dubai is looking for a Wealth Management Administrator to provide administrative support for exceptional client service. The role involves managing client onboarding, maintaining records, and ensuring compliance with regulations. Candidates should have a degree in Finance or Business Administration and administrative experience in a financial services environment. This opportunity offers a dynamic work atmosphere and prospects for professional growth.

Qualifications

• Proven experience as an administrative assistant in a wealth management or financial services environment.
• Strong understanding of financial products and wealth management processes.
• Ability to maintain confidentiality and exercise discretion.

Responsibilities

• Assist with daily administrative duties like client onboarding and account opening.
• Prepare documentation and maintain client records.
• Coordinate meetings and ensure compliance with regulatory requirements.

Skills

Administrative experience in wealth management

Strong organizational skills

Attention to detail

Communication skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in Finance or Business Administration

Tools

Financial software

Job description

Job Title: Wealth Management Administrator

Location: Dubai, United Arab Emirates

About the Client: Our client is a reputable wealth management firm dedicated to providing bespoke financial planning and investment services to high-net-worth clients. Operating with integrity and professionalism, the firm aims to deliver expert advice and tailored solutions to help clients achieve their financial goals.

Position Overview:

Our client is seeking a highly organized and detail-oriented Wealth Management Administrator to join their team in Dubai. The successful candidate will play a key supporting role in the delivery of exceptional client service, managing administrative processes, and ensuring smooth operational functions within the wealth management department.

Key Responsibilities:

• Assist the wealth management team with daily administrative duties, including client onboarding, account opening, and communication.
• Prepare and process documentation, reports, and client correspondence accurately and efficiently.
• Maintain and update client records in accordance with company and regulatory standards.
• Coordinate meetings, appointments, and client events, ensuring all logistical arrangements are managed effectively.
• Ensure compliance with all regulatory requirements and internal policies.
• Liaise with clients, financial advisors, and external service providers to facilitate smooth operations.
• Support the preparation of investment proposals, valuations, and other financial documentation.
• Handle general inquiries from clients and provide excellent customer service.

Person Specification:

• Proven experience as an administrative assistant, preferably within a wealth management or financial services environment.
• Strong understanding of financial products and wealth management processes is advantageous.
• Excellent organizational and time management skills.
• Exceptional attention to detail and accuracy.
• Strong communication skills, both written and verbal.
• Proficient in Microsoft Office Suite and relevant financial software.
• Ability to maintain confidentiality and exercise discretion at all times.
• Professional attitude with a client-focused approach.
• Knowledge of regulatory requirements in the UAE financial sector is desirable.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or related field.
• Previous experience in wealth management, financial planning, or banking is preferred.

Why Join:

This is an exciting opportunity to be part of a growing and prestigious firm in Dubai. The successful candidate will have the chance to develop their career in a dynamic environment with excellent prospects for professional growth.